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Ryan Derousseau, CFP®

Enabling therapists to thrive financially while they focus on their clients' well-being | Financial Advisor

Ryan Derousseau, CFP®, is a financial planner at United Financial Planning Group LLC, where he focuses on assisting therapists, private practitioners, and self-employed individuals in managing their finances effectively. He is a fee-only financial advisor, which means he does not earn commissions from product sales, allowing him to prioritize his clients' best interests without conflicts of interest.13

Professional Background

Derousseau specializes in addressing the unique financial challenges faced by therapists and small business owners. His expertise includes strategies for managing cash flow, retirement planning, and investment management. He emphasizes the importance of creating a solid financial foundation that allows his clients to concentrate on their professional practices without financial stress.12

Services Offered

In his role, Ryan provides guidance on various financial topics, including:

  • Retirement Accounts: Advising on the best retirement savings options such as solo 401(k)s and SEP IRAs.
  • Cash Flow Management: Helping clients navigate the complexities of transitioning income from business to personal accounts.
  • Investment Strategies: Offering insights into building wealth through investments in stocks and real estate.13

Community Engagement

Ryan is also involved in community education through platforms like the Private Practice Owners Skool, where he offers courses and resources tailored for therapists and small business owners. This initiative aims to empower professionals with the knowledge they need to thrive financially.12

Online Presence

You can connect with Ryan Derousseau through his LinkedIn profile or visit his website for more information about his services and insights into financial planning.45

Highlights

Oct 1 · forbes.com
Three Ways To Save More When You're Self-Employed - Forbes
Jul 29 · joinheard.com
Planning for Retirement as a Therapy Practice Owner with Ryan ... - Heard
Planning for Retirement as a Therapy Practice Owner with Ryan ... - Heard
Sep 5 · Royal Gazette
Want to share your financial success story? - Royal Gazette
Nov 4 · Fortune
Power Sheet – November 4, 2015 - Fortune

Related Questions

What specific financial challenges do therapists face that Ryan Derousseau helps with?
How does Ryan Derousseau recommend balancing personal and business finances?
What are the benefits of solo 401(k)s and SEP IRAs according to Ryan Derousseau?
How can therapists manage unpredictable income streams effectively?
What investment frameworks does Ryan Derousseau suggest for small business owners?
Ryan Derousseau, CFP®
Ryan Derousseau, CFP®, photo 1
Ryan Derousseau, CFP®, photo 2
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Location

Huntington Station, New York, United States